IMPACT INVESTOR INSIGHTS
Racial Justice in Our Industry
America has been in a heated national dialogue about race these past few years. You can not open a newspaper or get on line without…
New Year Market Letter to Investors
Dear Investors, Well, it was a doozy of a market this last month, ending a doozy of a year. As of Christmas Eve we were having the worst…
Best Practices for Financial Advisors
Last month, I had the pleasure of attending my 20th annual SRI conference – unless it was the 21st. I’ve kind of lost track. This year…
Report from The 29th Annual SRI Conference
The 29th Annual SRI Conference took place this past November 1-4. Each year, The SRI Conference draws hundreds of participants from…
The Trade War that Isn’t—Yet
When most of us hear talk about something described as a “war,” we intuitively recognize that there could be very unpleasant outcomes on…
Shareholders Advance LGBT Rights
I had the pleasure of speaking with Brianna Murphy and Cheryl Smith, both of Trillium Asset Management for this Impact Investing Success…
UN Ambassador Presents Shareholder Resolution at Starbucks
SEATTLE, WASHINGTON—Actor, filmmaker and UN Environment Goodwill Ambassador Adrian Grenier presented As You Sow’s shareholder resolution…
5 Impact Investing Trends From 2017
Impact investing drives social and environmental progress through investments, while screening for risk and creating competitive returns….
Event Photos: SRI Leaders Panel 2017
We had a nice turnout for the recent happy hour event hosted at our San Diego office, featuring four dynamic panelists who are leading…
Leading the Sustainable Finance Movement
The 28th annual Conference on Sustainable, Responsible, Impact (SRI) Investing is being held in San Diego this year, for the first time…
Coaching Financial Professionals on Investing with Impact
Impact Investors’ Principal Advisors Catherine Woodman and Shane Yonston have recently been invited to speak at industry conferences as experts in Sustainable, Responsible, Impact (SRI) investments, to share their combined 30 years of experience serving investors with...
Shareholder Advocacy in 2017
Spring marks the beginning of new activities each year such as gardening and baseball. For investors, spring is also the start of “proxy season” – a period when companies hold annual meetings for shareholders to review business activities, as well as to vote on...
